Equiteq

What Equiteq does

Equiteq is a global boutique investment bank founded in 2005 by Paul Collins, providing M&A advisory and capital raising services exclusively to companies in the technology services and specialty consulting industries. The firm operates through six core offices (New York, Boston, Atlanta, London, Sydney, Singapore) plus a Bengaluru delivery presence, and is staffed by 87 employees including 14 Managing Directors and 67 bankers under CEO David Jorgenson. Service lines span sell-side M&A, buy-side M&A, private equity financed recapitalizations, capital raising, and debt financing, with execution supported by a FINRA-registered Capital Acquisition Broker-Dealer subsidiary (Equiteq Securities, LLC) and SIPC membership.

The firm competes on domain specialization rather than breadth: it has built two decades of proprietary sector research, a buyer knowledge database with insight into each acquirer's criteria, and a track record of 200+ advised transactions representing over $10B in client value realized, including $1.5B in 2024 alone. Equiteq does not sell software; its "technology" is its people network, sector data, and process discipline—integrating AI internally under Chief Transformation & Operations Officer Robby Riggs to enhance service delivery. Revenue is generated entirely through professional services fees on individual M&A and financing mandates, sourced via direct, relationship-based enterprise engagement with technology services companies, specialty consulting firms, entrepreneurs, founders, and institutional investors across the Americas, EMEA, and Asia-Pacific.

Name

Equiteq

Legal name

Equiteq Advisors Limited

Website

https://equiteq.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

101–250 employees

Short description

Equiteq is a global boutique investment bank providing M&A advisory, recapitalization, and capital raising services exclusively to technology services and specialty consulting companies, with 87 staff across seven offices and 200+ completed transactions.

Ownership category

akta.pro rank

Product category

Investment Banking & M&A Advisory

NAICS

Other Scientific and Technical Consulting Services (54169), Miscellaneous Intermediation (523910)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Buy-Side M&A Advisory (FSAEAGAB)

Keywords

• Sell-side M&A advisory
• Investment banking services
• Private equity recapitalizations
• Technology services M&A
• Specialty consulting advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Transaction Advisory Fees: Advisory fees generated from M&A transactions including sell-side M&A, buy-side M&A, divestitures, capital raises, and private equity recapitalizations. The firm acts as financial advisor to technology services and consulting companies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Equiteq is a global boutique investment bank providing M&A advisory services exclusively to the technology services and specialty consulting industries. The firm advises on sell-side M&A, buy-side M&A, private equity-financed recapitalizations, capital raising, and debt financing, supported by proprietary sector research and direct buyer relationships.

Product overview

Equiteq is a global boutique investment bank providing M&A advisory services exclusively for the technology services and specialty consulting industries. The firm offers a unified platform of transaction advisory services comprising Sell-Side M&A, Buy-Side M&A, Private Equity Financed Recapitalizations, and Capital Raising. The company specializes across two broad sectors: Technology Services (including AI & Data Analytics, Cybersecurity, Software Development, ERP, e-Commerce, Managed Services, IT Service Management, Public Cloud, RPA, and Industry X) and Specialty Consulting (including Regulatory/Risk, RevOps, Engineering Services, Management Consulting, Lifesciences, Human Capital, and Performance Improvement). The firm does not offer software products but rather advisory services powered by deep sector expertise and proprietary market insights.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side M&A
• Buy-Side M&A
• Private Equity Financed Recapitalizations
• Capital Raising

Quantifiable outcome

• $10B+ value realized for clients
• +2 more outcomes

Named customers16 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• FINRAcoreOthers · 1 January 2026Equiteq Securities, LLC is a member of FINRA (Financial Industry Regulatory Authority), enabling the firm to provide mergers and acquisitions advisory services and conduct private placement business as a Capital Acquisition Broker-Dealer.
• SIPCcoreOthers · 1 January 2026Equiteq Securities, LLC is a member of SIPC (Securities Investor Protection Corporation), providing protection for customer assets.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Houlihan Lokey: Large global independent investment bank with dedicated technology services and consulting M&A practice. Closest scaled competitor to Equiteq's sector-specialist model, but operates across multiple industries and is significantly larger with broader service offerings.
• Raymond James: Large diversified financial services firm with active technology services M&A practice through its investment banking division. Broader incumbent offering competition for mid-market tech services mandates.
• Lazard: Global bulge bracket advisory firm with significant technology and business services M&A practice. Represents the higher-end competition for larger tech services and consulting mandates that Equiteq also targets.
• Robert W. Baird: Global investment bank with substantial technology services M&A practice. Notably, Equiteq CEO David Jorgenson previously worked at Baird, illustrating the historical career pipeline and direct competitive overlap in mid-market tech services advisory.

Direct peers

• Lincoln International: Global mid-market M&A advisory with strong technology, media, and telecom (TMT) and business services practices. Directly comparable mid-market boutique model targeting similar entrepreneur and PE clients in adjacent sectors.
• Livingstone Partners: Global mid-market M&A advisor with deep business services and technology sector coverage across the US, UK, and Europe. Closely comparable boutique model with similar sector focus and cross-border execution capability.
• GP Bullhound: Technology-focused advisory and investment firm specializing in M&A for technology companies and digital services. Comparable sector-specialist boutique model, though more concentrated on software/digital and less on professional services than Equiteq.
• Clearwater International: Mid-market M&A advisor with strong technology and business services sector coverage across Europe and globally. Comparable boutique mid-market M&A model with cross-border execution capabilities.
• Stout: Global advisory firm with M&A, valuation, and consulting practices including technology services sector coverage. Comparable mid-market boutique serving similar entrepreneur and PE client base.

Emerging players

• Bowen Advisors: Technology-focused M&A advisor serving enterprise software and IT services companies. Smaller emerging specialist with overlapping sector focus on tech services, competing for similar sell-side mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/equiteq-llp
• Xx.com/consultingmanda

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Equiteq